Daniel C. Carter
Corporate Officer/Principal at Atlantic Trust Group, Inc.
Profile
Mr. Daniel C.
Carter is Senior Vice President at AT Investment Advisers, Inc. and Senior VP & Senior Relationship Manager at Atlantic Trust Group, Inc. He is also Senior Relationship Manager at AT Investment Advisers.
He joined AT Investment Advisers in April 2014.
Mr. Carter was previously employed as a Principal by Donaldson, Lufkin & Jenrette Securities Corp., a Principal by Morgan Stanley & Co. LLC, a Principal by RNS Capital LP, and a Principal by UBS Financial Services, Inc. He has more than 15 years of industry experience.
Mr. Carter earned a Bachelor of Arts in government and a Master of Business Administration from the University of Texas.
Daniel C. Carter active positions
Companies | Position | Start |
---|---|---|
Atlantic Trust Group, Inc.
Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Corporate Officer/Principal | 2014-04-09 |
Former positions of Daniel C. Carter
Companies | Position | End |
---|---|---|
RNS Capital LP
RNS Capital LP Financial ConglomeratesFinance RNS Capital LP operates as a private equity vehicle with investments primarily in energy services, clean technology, and education. The company was founded on November 24, 2009 and is headquartered in Houston, TX. | Corporate Officer/Principal | 2014-03-30 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | - |
Training of Daniel C. Carter
The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Atlantic Trust Group, Inc.
Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Finance |
RNS Capital LP
RNS Capital LP Financial ConglomeratesFinance RNS Capital LP operates as a private equity vehicle with investments primarily in energy services, clean technology, and education. The company was founded on November 24, 2009 and is headquartered in Houston, TX. | Finance |
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